Stokes Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Stokes Capital Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.54M	Buy	27,636 +1,363	+5%	+$313K	1.4%	33
2026 Q1	$5.65M	Buy	26,273 +365	+1%	+$81.4K	1.27%	39
2025 Q4	$5.69M	Sell	25,908 -743	-3%	-$162K	1.3%	40
2025 Q3	$5.75M	Sell	26,651 -869	-3%	-$182K	1.34%	37
2025 Q2	$5.63M	Sell	27,520 -15,305	-36%	-$2.97M	1.38%	38
2025 Q1	$8.31M	Buy	42,825 +218	+0.5%	+$43.3K	2.11%	16
2024 Q4	$8.34M	Buy	42,607 +154	+0.4%	+$30.7K	2.16%	15
2024 Q3	$8.41M	Sell	42,453 -1,931	-4%	-$368K	2.15%	16
2024 Q2	$8.1M	Sell	44,384 -2,639	-6%	-$475K	2.25%	13
2024 Q1	$8.59M	Sell	47,023 -588	-1%	-$103K	2.5%	10
2023 Q4	$8.11M	Sell	47,611 -27,942	-37%	-$4.5M	2.57%	8
2023 Q3	$11.7M	Buy	75,553 +3,066	+4%	+$497K	4.1%	1
2023 Q2	$11.8M	Buy	72,487 +17,647	+32%	+$2.76M	3.97%	1
2023 Q1	$8.45M	Sell	54,840 -530	-1%	-$81.2K	2.87%	3
2022 Q4	$8.41M	Buy	55,370 +123	+0.2%	+$18.3K	2.9%	2
2022 Q3	$7.47M	Buy	55,247 +3,476	+7%	+$517K	2.78%	4
2022 Q2	$7.43M	Sell	51,771 -6,324	-11%	-$963K	2.6%	5
2022 Q1	$9.42M	Buy	58,095 +9,857	+20%	+$1.59M	2.75%	5
2021 Q4	$8.29M	Sell	48,238 -6,894	-13%	-$1.14M	2.47%	7
2021 Q3	$8.47M	Buy	55,132 +1,187	+2%	+$189K	2.73%	6
2021 Q2	$8.35M	Buy	53,945 +1,619	+3%	+$248K	2.74%	6
2021 Q1	$7.7M	Buy	52,326 +1,307	+3%	+$186K	3.16%	5
2020 Q4	$7.2M	Buy	51,019 +1,233	+2%	+$167K	3.14%	4
2020 Q3	$6.41M	Sell	49,786 -1,021	-2%	-$128K	3.08%	5
2020 Q2	$5.95M	Sell	50,807 -1,699	-3%	-$193K	3.15%	5
2020 Q1	$5.43M	Sell	52,506 -6,672	-11%	-$796K	3.26%	3
2019 Q4	$7.38M	Buy	59,178 +4,739	+9%	+$573K	3.72%	2
2019 Q3	$6.51M	Buy	54,439 +5,871	+12%	+$693K	3.52%	2
2019 Q2	$5.59M	Buy	48,568 +1,464	+3%	+$164K	3.17%	2
2019 Q1	$5.16M	Buy	47,104 +5,711	+14%	+$602K	3.11%	2
2018 Q4	$4.05M	Sell	41,393 -1,908	-4%	-$199K	2.8%	5
2018 Q3	$4.79M	Sell	43,301 -999	-2%	-$107K	2.93%	3
2018 Q2	$4.5M	Buy	44,300 +1,375	+3%	+$140K	2.95%	3
2018 Q1	$4.34M	Buy	42,925 +4,062	+10%	+$421K	2.84%	4
2017 Q4	$3.96M	Buy	+38,863	New	+$3.83M	2.68%	4

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Stokes Capital Advisors's VIG Position: Q2 2026 in Review

Stokes Capital Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.2% in Q2 2026, buying an estimated $313K and bringing the position to 27,636 shares worth $6.54M. The position accounts for 1.4% of the portfolio, ranked #33.

Stokes Capital Advisors first reported a position in VIG in Q4 2017 and has held it in 35 quarters since. The position peaked at $11.8M in Q2 2023. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Stokes Capital Advisors held 27,636 shares of Vanguard Dividend Appreciation ETF worth $6.54M as of Q2 2026.
Stokes Capital Advisors bought 1,363 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $313K.
Vanguard Dividend Appreciation ETF made up 1.4% of Stokes Capital Advisors's portfolio in Q2 2026, its #33 holding.
Stokes Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 35 quarters since.
Stokes Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $11.8M in Q2 2023.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.